# De La Cruz & Associates, INC. DC Plan
Source: https://planprovider.pro/companies/de-la-cruz-associates-inc-plan

> De La Cruz & Associates, INC.'s DC plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** De La Cruz & Associates, INC.

- **Sponsor EIN:** 660416370

- **Sponsor Address:** PO BOX 11885, GUAYNABO, PR, 009221885

- **Plan Type:** DC

- **Total Participants:** 104

- **Total Assets:** $7.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|104|$7.8M|$89,811|$197,538|

| 2023|113|$6.8M|$96,484|$204,021|

| 2022|101|$7.5M|$102,784|$210,690|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFIT PLANS ADMIN SERVICES, INC.|Recordkeeper|$25,996|—|$25,996|

| UBS FINANCIAL SERVICES INC.|Other Service Provider|$23,411|—|$23,411|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BENEFIT PLANS ADMIN SERVICES, INC.](https://planprovider.pro/provider/bpas) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,407

- **Estimated Expense Ratio:** 0.632% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,407|$23,411|$25,996|—|—|

| 2023|$41,126|$21,331|$19,795|—|—|

| 2022|$50,447|$21,059|$29,388|—|—|

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